SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $868,000 | -51.9% | 16,837 | -29.3% | 0.04% | -37.5% |
Q4 2019 | $1,803,000 | +55.7% | 23,829 | +43.4% | 0.06% | +56.1% |
Q3 2019 | $1,158,000 | +10.7% | 16,617 | +13.6% | 0.04% | +28.1% |
Q2 2019 | $1,046,000 | -17.8% | 14,632 | -19.5% | 0.03% | -13.5% |
Q1 2019 | $1,272,000 | +136.0% | 18,177 | +104.6% | 0.04% | +146.7% |
Q4 2018 | $539,000 | +5.3% | 8,884 | +32.3% | 0.02% | -11.8% |
Q3 2018 | $512,000 | – | 6,716 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |